Michael Doherty
Denver,CO
Summary
Skilled at helping clients meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking, and conflict resolution skills.
Overview
1
1
Certification
16
16
years of professional experience
Work History
Banker
PNC Bank
06.2025 - Current
- Conducted comprehensive financial assessments to advise clients on banking solutions.
- Developed training programs for new staff, fostering team collaboration and knowledge sharing.
- Monitored compliance with regulatory standards, mitigating risks associated with financial practices.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Senior Banker
Bank of America
03.2023 - 05.2024
- Trained and mentored junior banking staff, enhancing compliance and performance outcomes.
- Managed escalated phone calls, applying conflict resolution skills and in-depth knowledge of bank policies and products.
- Collaborated with clients to create tailored financial planning strategies based on comprehensive evaluations of their finances.
- Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
Specialty Sales Manager
Best Buy
03.2021 - 03.2023
- Demonstrated products to showcase benefits and advantages, driving customer purchases.
- Led product training, demonstrations, and branding initiatives to enhance consumer awareness and increase revenues.
- Cultivated and secured new customer relationships, exceeding sales goals and service targets.
Customer Experience Supervisor
Sam’s Club
01.2011 - 03.2016
- Established client relationships through timely responses to inquiries, needs assessment, problem resolution, and proactive follow-ups with clients.
- Managed daily operations and sales activities to enhance revenue generation, elevate customer satisfaction, and drive employee productivity.
- Supervised customer service team, ensuring efficient operations and high-quality service delivery.
- Developed training programs to enhance staff performance and improve customer interactions.
- Analyzed customer feedback to identify trends and implement improvements in service protocols.
Education
High School Diploma -
Columbine Sr. High School
Littleton01-2010
Skills
- Wealth Management
- Portfolio Management
- Budget Planning
- Customer Relationship Management
- Analyzing data
- Financial planning
- Educating Clients
- Operational knowledge
- Transaction Processing
- Regulatory Compliance
Accomplishments
- Awarded "Top AT&T Sales" Award in 2019.
- Supervised team of 30 staff members.
- Top regional cross sales in 2026
Certification
Certified Colorado Notary
Timeline
Banker
PNC Bank
06.2025 - Current
Senior Banker
Bank of America
03.2023 - 05.2024
Specialty Sales Manager
Best Buy
03.2021 - 03.2023
Customer Experience Supervisor
Sam’s Club
01.2011 - 03.2016
High School Diploma -
Columbine Sr. High School